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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kenneth Spokas is a registered Investment Advisor Representative with Forum Financial Management, LP, based in San Diego, California. Jeffrey is also a Certified Public Accountant and has been providing accounting and tax services through Spokas & Associates CPAs LLC since 2018. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/20/2023 - Present
Forum Financial Management, LP (San Diego CA)
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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